FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
Email Address
Chris.Gallo@hilltopsecurities.comPhone Number
(415) 263-1146About Me
AREAS OF RESPONSIBILITY
• Works with early-career professionals, high-net-worth individuals, and families across generations to generate and preserve wealth
• Starts every client engagement by collaborating to create an individualized investment plan and policy that allows them to pursue tailored strategies to pursue their unique goals
PROFILE
• Has more than 30 years of financial advisory experience in helping clients pursue their investment and financial goals, in equities, tax-free bonds, and option hedging strategies
• Prior to joining HilltopSecurities’ San Francisco office in 2013, spent five years at UBS Financial Services working with high-net-worth clients with investable assets of more
than $1 million
• In addition, has spent time at Wells Fargo Investments, Salomon Smith Barney, and Oppenheimer & Co. Inc.
• Born and raised in Milwaukee, Chris and his wife now call San Francisco home
• A passionate sports fan who played college rugby and currently plays on a recreational basketball team in the Bay Area
• Also enjoys long distance running, finishing four whole and ten half marathons
• Sees many parallels in distance running and investing, including pushing through the rough spots and enjoying the calm periods without getting complacent
Licenses
- Series 7
- Series 65
- Series 63
- Life and Health Insurance
- CA Insurance License #0B72691
Education
- B.S. Finance, Santa Clara University
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.